Dividend-focused portfolio manager Ramona Persaud is our guest today to unpack the role of dividends in today’s inflationary environment. U.S. inflation has accelerated at a record pace, up 9.1% in June from last year, affecting everything from everyday goods to gas, groceries, and rent. Ramona believes dividends and a higher quality portfolio matter during this confusing market period. Ramona joins host Pamela Ritchie to discuss how her funds are currently positioned, share her thoughts on what we’ve seen in markets this year, and what is on her radar for the months ahead, including a big focus on valuation.
Recorded on July 19, 2022.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-persaud-july19.pdf
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